I need to update assigned solicitor assignments in The Raiser's Edge. How can I globally change the date to, date from, and/or Solicitor Type fields on assigned solicitor relationships?

Article
Number:52765

Products:

Raiser_s_Edge_RE

NOTE: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

Optionally, click Include to add a Constituent query to makes changes to a specific group of constituents. (Note: This query will not limit changes to specific assigned solicitors. See note above step 1 of this section.)

In Available Fields, go to Assigned Solicitor Relationships

Highlight Date to (or Date From or Solicitor Type).

Click Select or double-click on the field name.

The Operation is Add. Enter the date or select the value in the Add field.

Solicitor, Constituent Import ID (This is the Import ID of the Constituent that has the assigned solicitor as a relationship) Solicitor, Solicitor Relationship Import ID (This is the Import ID for the relationship record you are wanting to update)

Solicitor, Solicitor Link (This is the Import ID of the solicitor's constituent record)